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How to Align Your Business Strategy with Your Reporting, Planning and Analysis: Part 2

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This article will continue the discussion of improving these tasks and processes and ensuring that the strategy is aligned with the reporting, planning, and analysis.   Planning consists of creating both an annual budget and forecasts.…
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How to Align Your Business Strategy with Your Reporting, Planning and Analysis: Part 1

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This article will concentrate on improving these tasks and processes and ensuring that the strategy is aligned with the reporting, planning, and analysis. Every company has many tasks and processes, but a key question to ask the team is whether…
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Planning in the Future: Budgeting, Forecasting, and Modeling

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This article will explore and discuss what planning should and will look like in the future, zooming in on what you need to know about finding the right solution for your organization. Last week, I wrote generally about Corporate Performance…
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Corporate Performance Management in the Future: How to Upgrade Reporting, Budgeting, Dashboards, and Data Warehouse Processes

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The purpose of this blog entry is to help you shape a vision for the optimal decision-making platform that your company should plan for today to be ready for the future. Sure, corporate performance management (CPM) vendors will keep innovating…
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Top 5 Reporting Problems Faced by a CEO and Their Technology Solutions, Part 3

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This article concludes the discussion of the top five problems facing CEOs today in regard to corporate performance management, with a focus on reporting. In interviewing a very successful CEO and founder of a large company, he expressed…
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Corporate Performance Management in 2018: Reporting, Budgeting, Dashboards & Data Warehousing

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This article launches the yearlong focus of this blog on leveraging the right corporate performance management (CPM) tools to manage and analyze data. The purpose of the blog this year is to provide executives, leadership teams, and those charged…
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What to be Thankful For in this Cloud Era of Enterprise and CPM Technology

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This article will explore the things we should be thankful for with cloud being the platform of choice for technologies in the workplace. Let me begin by stating what most of already know: the future is cloud, and it has arrived. IBM defines…
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Cloud Budgeting for Microsoft Dynamics GP

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This article will zoom in on your options for modern, robust budgeting in the cloud for Microsoft Dynamics GP.  As Microsoft secures its spot in the global race to be cloud technology leaders, on-premise Dynamics GP users are navigating their…
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Focus 2017: Another Record-Breaker in the Books

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This article will recap all of the details from Focus 2017, the 5th annual user conference for BI360 customers and partners. And just like that, Focus 2017 has come and gone. For the planning committee at Solver, charged with the planning and…
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Enterprise Technology Cloud Strategy with Reporting and Budgeting for Microsoft Dynamics

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This article will discuss leveraging corporate performance management (CPM) solutions as a foundation for an enterprise technology cloud roadmap. I find myself thinking about cloud technology all the time these days. And this is particularly…
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Cloud Budgeting for Acumatica

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This article will discuss the options you have to achieve modern, rich budgeting in the cloud with Acumatica. The leading cloud ERPs, like Acumatica and recently acquired Intacct, were ahead of the curve with their platforms – and we’re…
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Power BI and Cloud CPM for Microsoft Dynamics ERPs

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This article will discuss the power of combining the forces of cloud corporate performance management (CPM) and Microsoft Power BI for a true best-of-breed solution with Dynamics ERPs. It’s hard to deny the popularity and buzz of Microsoft’s…
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IT as a Crucial Partner in Cloud and On-Premises CPM and Enterprise Technology Management

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This article is an interview with Solver CIO Hadrian Knotz about the role of IT in managing cloud and on-premises technologies. In this changing enterprise technology climate, I knew I wanted to sit down with an IT subject matter expert to learn…
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Focus 2017: A BI360 Family Reunion

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This article will detail what BI360 customers and partners can expect from the 5th edition of Focus, the annual user conference Solver puts on in Southern California. When I first attended Focus in 2014, I was relatively new to the corporate…
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Cloud CPM vs Business Intelligence

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This article discusses the differences between corporate performance management (CPM) and business intelligence (BI) solutions in the cloud technology era. On this blog, we write a lot about corporate performance management (CPM) tools. And…
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The Future is Now: Cloud-Based CPM is Here to Stay

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This article will discuss the established place for Cloud-Based CPM – the journey to embracing the newer platform and the value proposition that became a tipping point. If you are as plugged into technology as even the next guy, you are definitely…
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Budgeting and Forecasting in a Multi-cloud World

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This article is the final installment in a series focused on how Corporate Performance Management (CPM) tools can serve as a true solution, particularly zooming in on budgeting and forecasting challenges companies face with data housed in multiple…
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Focus 2017: Where BI360 Users Find Their Groove

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New Sessions. More Networking. More Ways to Learn. August 21-24, 2017 | Hilton La Jolla Torrey Pines, San Diego, CA. It’s coming. And it’s expected to be the best one yet. I’m talking about the fifth annual BI360 Focus conference for…
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Spreadsheet Design and Excel Tips for Better Reporting with Sage

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This article will zoom in on reporting solutions and spreadsheet design for organizations looking to enhance their experience with Sage. Every company needs a powerful, impactful financial reporting tool to remain competitive in their industry.…
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Top Cloud-Based Budgeting Tools for Banks

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This article will focus on the Top Cloud-Based Budgeting Tools for Banks.   When renting a furnished apartment makes sense – Many of us have had the joy of seeing our loved ones graduate college, get a job, and find an apartment.  We are…
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Excel Budgeting on Cloud for Banks

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This article will focus on Excel Budgeting on Cloud for Banks.   Nothing is easier than Excel – When it comes to budgeting for a bank, it all starts with the balance sheet.  The main component of a bank’s revenue comes from the interest…
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Cloud-based Call Report Automation for Banks

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This article will focus on Cloud-based Call Report Automation for Banks.   Why does going to the dentist always seem stressful? I have been going to the same dentist for over twenty years.  He has seen my children grow up.  He has seen…
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Cloud-based BI Solutions for Banking

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This article will focus on Cloud-based Business Intelligence Solutions for Banking.   Why do I love my iPod Classic? – I got my 80GB iPod Classic around 2007.  I was able to load all 14,000 songs from my library onto it.  I created…
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How to Prepare for Your First Financial Reporting Implementation

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This article will discuss the process of preparing for a successful financial reporting implementation. In the modern business realm, you cannot avoid financial reporting. Whether it is a homegrown Excel process, a legacy software program,…
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Cloud Reporting for Banks

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This article will focus on Cloud Reporting for Banks. Just what is Cloud Reporting? – TechTarget defines Cloud Analytics as a service model in which the reporting and analysis process are provided through a public or private cloud.  These…
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Is Forecasting the Most Important Piece of your Planning Pie?

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This article discusses the importance of forecasting in the context of planning processes. I’ve written about Forecasting versus Budgeting before, but in the face of the apparent trend of forecasting becoming more and more popular and impactful,…